Behind The Numbers

Is your performance management system helping your team thrive—or holding them back? In this episode of Behind The Numbers With Dave Bookbinder, we're joined by JJ Ghatak, founder and CEO of Onloop, who shares how he's rethinking team assessment and development for the modern workplace. Drawing from his leadership experience at Uber and his journey as an angel investor, JJ offers a deep dive into how AI—particularly generative AI—is transforming the way teams set goals, receive feedback, and grow together. We unpack: The fundamental flaws in traditional performance management systems Why goal clarity and continuous feedback are critical for high-performing teams Onloop's innovative five-layer team management framework: energy, targets, superpower feedback, blind spots, and micro-coaching How to combat burnout while fostering personal and team growth The evolving responsibilities of leaders and managers in the AI era JJ also shares his predictions on the future of work, highlighting why soft skills and human judgment are becoming even more valuable in an AI-driven world. Whether you're a business owner, team leader, or advisor helping organizations adapt to change, this episode offers powerful insights into aligning business goals with human potential. About Our Guest: JJ (Projjal) Ghatak, the visionary founder and CEO of OnLoop, is at the forefront of revolutionizing team assessment and development. With an impressive background that includes leadership roles at Uber and Accenture, Projjal has established himself as a seasoned executive in strategy and operations. Armed with an MBA from Stanford, he has chosen Singapore as the base for his entrepreneurial endeavors. As the CEO of OnLoop, Projjal leads a diverse and global team, spearheading the transformation of the future of work through the company's innovative approach. With his extensive experience and strategic vision, Projjal is reshaping the industry by leveraging cutting-edge technologies and empowering teams to reach their fullest potential. Under his guidance, OnLoop continues to disrupt traditional paradigms and deliver game-changing solutions in team assessment and development. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

Employee turnover is expensive—and preventable. In this episode of Behind The Numbers With Dave Bookbinder, we're tackling the hidden costs of turnover and the ROI of investing in your people. Dave is joined by Francie Jain, founder of Terawatt, a B2B marketplace for group coaching that Francie describes as “Airbnb for executive coaching.” Francie unpacks how scalable group coaching can help organizations drive learning, build psychological safety, and improve employee retention. The conversation explores the measurable and intangible impacts of turnover and burnout—and why professional development is the key to tackling both. You'll learn: How to calculate ROI on learning and development initiatives Why burnout is an organizational issue—not just an individual one Real-world examples of how coaching drives financial and cultural gains How leaders can foster engagement, empowerment, and better communication If you're looking for actionable ways to improve employee experience while improving your bottom line, this episode is for you. ----more----About Francie Jain: Francie Jain believes supporting people to achieve their potential creates a ripple effect for every community. After a career in alternative asset marketing (match-making for hedge funds), she became obsessed with the lack of professional support for individuals at crossroads. She founded Terawatt to make it easy to be great.   Terawatt is Francie's third for-profit endeavor. Before Terawatt, Francie founded a community that helped people with career change, Nxt Chptr, and prior to Nxt Chptr, a third party marketing consultancy, West River Partners, that raised capital for Emerging Markets-based equity hedge funds. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

What if the key to a thriving workplace isn't strategy or technology—but genuine human connection? In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Morag Barrett, founder of SkyeTeam and author of You, Me, We: Why We All Need a Friend at Work and How to Show Up as One. Morag shares compelling insights from her research and experience about the power of relationships at work—and why cultivating allies can be a game-changer for your career and your company. You'll discover: The four types of workplace relationships: allies, supporters, rivals, and adversaries How adopting an “ally mindset” can transform your leadership and team performance Practical strategies for setting boundaries, building trust, and dealing with toxic behaviors How generational differences influence workplace dynamics Why trust is the “secret sauce” for innovation and success This conversation is packed with real-world advice for leaders, managers, and anyone seeking to elevate their workplace culture. If you're looking to boost engagement, performance, and leadership credibility, this is one you won't want to miss. About Morag Barrett: Morag Barrett is proving that success in business isn't just about what you know - it's about who you know, and how you connect.  Morag Barrett is on a mission to transform workplace connections. Morag has helped more than 15,000 leaders across 20 countries transform their workplace relationships from sources of stress into catalysts for success.  She's the founder of SkyeTeam, a best-selling author, and was handpicked from over 16,000 candidates to join Marshall Goldsmith's prestigious 100 Coaches group.  Listeners are invited to complete their complimentary Ally Mindset Profile: https://www.skyeteam.cloud/youmewe About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

What does it take to build a high-performance culture that actually moves the needle on engagement and business results? In this episode of Behind The Numbers With Dave Bookbinder, we're exploring the intersection of mindset, leadership, and organizational alignment with certified high-performance coach and corporate trainer, Julie Hruska. Julie shares how high-performance coaching helps leaders identify and close critical gaps—both in mindset and skill set—to elevate individual and team performance. We unpack the role of rapid transformational therapy in helping leaders overcome limiting beliefs and blind spots that hold them back. We also talk about how clarity of vision and cultural alignment can translate into measurable gains in revenue and employee engagement—backed by research. Julie offers practical tips for adopting high-performance habits and creating an energized, accountable workplace. If you're a leader looking to sharpen your edge—or someone aiming to help your organization thrive—this conversation delivers both inspiration and actionable takeaways. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! ----more---- About Julie Hruska: Julie Hruska is a highly regarded high-performance coach and workshop facilitator known for her expertise in elevating executive and leadership performance. She specializes in unlocking your executive edge, excavating limiting beliefs, fostering mindset mastery, and enhancing effective communication. Julie's coaching approach is customized to drive impactful change and maximize leadership potential across various industries, including construction, finance, fashion, technology, and real estate. Her goal is to empower leaders to transcend mindset barriers, optimize their impact, and cultivate high-performance environments for high levels of success. Connect with Julie here:  https://www.powerfulleaders.com/  or on LinkedIn: https://www.linkedin.com/in/julie-hruska/   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

What do failure, artificial intelligence, and mindful leadership have in common? They're all critical elements in the journey of Faisal Hoque - entrepreneur, innovator, and one of today's most respected voices in business transformation. In this episode of Behind The Numbers With Dave Bookbinder, I'm joined by Faisal Hoque for a candid discussion about how great leaders navigate complexity, maintain their humanity, and build organizations that thrive in an era defined by rapid technological change. We explore: Why failure is foundational to entrepreneurial success How Faisal's leadership style has evolved - and the importance of the “middle path” The interplay between innovation, AI, and human-centered values Practical strategies for resilience and purpose-driven leadership We also dive into Faisal's bestselling book, Transcend: Unlocking Humanity in the Age of AI, which outlines a framework for integrating human values into the future of work and technology. Whether you're an entrepreneur, executive, or advisor, you'll take away powerful insights on how to lead with clarity, courage, and character - especially when the stakes are high and the landscape is shifting. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review - it helps more business owners and advisors discover the show! ----more----About Faisal Hoque: Faisal Hoque is the founder of SHADOKA and NextChapter and serves as a transformation and innovation partner for CACI, an $8 billion company focused on U.S. national security. He is a #1 Wall Street Journal and USA Today bestselling author with ten award-winning books to his name. His new book, TRANSCEND: Unlocking Humanity in the Age of AI, has been named by the Next Big Idea Club as a ‘must read'.  For thirty years, he has been developing commercial business and technology systems, and enabling leadership teams at MasterCard, American Express, GE, Home Depot, French Social Security Services, US Department of Defense (DoD), US Department of Homeland Security (DHS), PepsiCo, IBM, Chase, and others with sustainable growth. Today, Faisal is a highly sought-after innovation and transformation (digital/AI, business, organization) partner for both public and private sector organizations, and recognized as one of the world's leading management thinkers and technologists. As a founder and CEO of multiple companies, he is a three-time winner of the Deloitte Technology Fast 50TM and Fast 500TM awards. Faisal is a contributor at MIT's IDEAS Social Innovation program, Thinkers50, and the Swiss business school IMD. His work has appeared in Fast Company, Harvard Business Review, The Wall Street Journal, The Financial Times, Business Insider, Fortune, Inc., Yahoo Finance, Fox, ABC, CBS, and others.  Learn more at https://faisalhoque.com/ About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

What really drives performance in today's best leaders? This episode explores the mindset and methods that create high-impact leadership. In this episode of Behind The Numbers With Dave Bookbinder, we're exploring how great leaders are made—not born. Dave Bookbinder welcomes H.R. Huntsman, organizational strategist, keynote speaker, and founder of Leaders Edge, to unpack the real mechanics of leadership. From a difficult upbringing to global humanitarian efforts, H.R.'s journey is a masterclass in resilience and purpose-driven leadership. We dive deep into: How understanding human motivation drives team performance Why mindset is the foundation for effective leadership The role of creative conflict and psychological safety in innovation How to foster accountability without micromanaging The Leaders Edge performance engine and how it's transforming organizations Whether you're a business owner, a manager, or someone aspiring to lead with more impact, you'll walk away with practical insights to build trust, boost engagement, and align people with purpose. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: HR Huntsman is the founder of Leader's Edge. He is also a business and leadership keynote speaker, organizational strategist, author, business executive coach, and business leadership consultant. HR founded Leader's Edge to be able to invest in leaders, especially young leaders. His passion stems from his backstory of overcoming early childhood struggles then going on to building successful and impactful organizations. HR now shares many of the life and leadership principles he learned in his 30+ years of leadership with other leaders. He firmly believes to succeed one must begin with mindset, then move on to principles and disciplines which create long term success for a company or individual. HR is an accomplished speaker having given roughly 4000 talks to approximately 400k people around the world. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

In this episode of Behind The Numbers With Dave Bookbinder, we're exploring what it really takes to build a thriving organization. Dave is joined by Jurriaan Kamer—co-founder of Unblock and author of Unblock: Clear the Way for Results and Develop a Thriving Organization. Jurriaan is a Dutch organizational change agent with a global perspective on how businesses can align strategy, empower people, and drive sustainable results. You'll hear how to: Align strategic decision-making with organizational goals Use leading indicators to drive business success Dismantle unproductive meetings and promote psychological safety Build a culture of trust, autonomy, and continuous improvement This episode is packed with practical insights for business owners, leaders, and anyone committed to fostering a more effective and human-centered organization. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Jurriaan Kamer is a future-oriented organizational change expert, co-founder of Unblock (a modern management consultancy), and a keynote speaker. He's the author of 'Formula X' - a business novel inspired by the world of Formula 1.  His second leadership book "Unblock: Clear the Way for Results and Develop a Thriving Organization,"  is about unblocking organizations by rethinking strategy, decision-making, teamwork, and ownership. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

How do you build a team that truly drives business success? In this episode of Behind The Numbers With Dave Bookbinder, we explore the critical link between talent and enterprise value with Ryan Englin, CEO of Core Matters and author of Hire Better People Faster. Ryan, who grew up in a blue-collar family, understands the unique hiring challenges in the trades and beyond. He shares why people don't just quit jobs—they quit leaders—and explains what business owners can do to create a culture that retains top talent. Key insights include: ✅ Why hiring is a marketing activity—and how most businesses miss this point ✅ The importance of an effective careers page in attracting top candidates ✅ How to evaluate culture fit and authenticity during the interview process ✅ The role of empathy in leadership and its impact on employee retention ✅ Strategies for becoming an "employer of choice" to attract the right talent Plus, Ryan shares a special offer for listeners—a free copy of his book, Hire Better People Faster!  Get it here: https://corematters.com/freebook/ Tune in to discover actionable strategies to improve your hiring process and build a team that fuels business success.

In this episode of Behind The Numbers With Dave Bookbinder, Dave visits with Claire Milligan, CEO and co-founder of Aimably, to explore the complexities of private equity ownership. Claire shares her personal journey in the private equity landscape, highlighting the unique challenges and opportunities companies encounter when transitioning from venture capital to private equity. Throughout the conversation, Claire provides practical insights into value creation under private equity ownership. She discusses crucial strategies for managing cloud costs and the delicate balance between pursuing growth and ensuring profitability. Claire emphasizes the importance of financial literacy and understanding key performance metrics as essential tools for thriving in a private equity environment. In addition, Claire offers a fresh perspective on safeguarding teams amidst the evolving dynamics of private equity. She underscores the significance of adapting leadership strategies to foster success in this competitive arena. Whether you're a business owner navigating growth phases or an aspiring leader in the tech industry, this episode offers actionable advice to navigate the intricate demands of private equity ownership. Tune in to gain valuable insights and strategies from Claire Milligan and Aimably's journey. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Claire Milligan: Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. She started her career as a software designer and worked her way up to leading business unit strategy at Emburse, a company backed by private equity. Now, as the CEO and Co-Founder of Aimably, she helps technology companies save money by making better decisions about their cloud spending. With her mix of technical know-how, business experience, and a passion for helping others, she brings valuable insights to any conversation about business growth and smart spending.   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.   Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.   He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

In this episode of Behind the Numbers With Dave Bookbinder, I visit with Tom Schwab, founder and Chief Evangelist Officer of Interview Valet, to explore the power of podcast guesting as a strategic marketing tool. Known as the godfather of podcast interview marketing, Tom has helped countless thought leaders, entrepreneurs, and professionals turn podcast appearances into meaningful business growth. Tom shares his journey from blogging to podcasting, revealing why guesting on the right shows can be more impactful than traditional marketing. He and Dave discuss what separates great guests from forgettable ones, the importance of offering real value instead of a sales pitch, and how even introverts can thrive in the podcasting space. Key takeaways include: The evolving role of AI in content discovery and audience engagement Smart strategies for pitching yourself as a podcast guest How to prepare for interviews and maximize their impact Why relationship-building matters more than chasing sales Measuring success beyond just downloads Whether you're looking to grow your authority, generate leads, or simply improve your podcast guesting skills, this conversation is packed with actionable insights. Tune in and learn how to make every interview count. About Tom Schwab: Tom Schwab is a leading authority on leveraging podcast guest appearances and AI-powered strategies to drive business growth. Asthe Founder of Interview Valet, the premier podcast guest marketing agency, Tom has worked with over 1,500 clients, including Fortune 500 companies, professional services, and high-level coaches. His innovative approach centers on building meaningful conversations that convert, rather than relying on outdated marketing funnels. An engineer by training, Navy veteran, and former Nuclear Propulsion Plant Operator, Tom brings a unique perspective to marketing, combining analytical precision with creative strategy. He is the author of Podcast Guest Profits: How to Grow Your Business with a Targeted Interview Strategy, often regarded as the bible of podcast marketing. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jennifer Thornton, CEO of 304 Coaching and host of the Let's Fix Leadership podcast, for a deep dive into the critical role of talent strategy in business success. Jennifer shares her journey from retail leadership to becoming a sought-after expert in HR consulting and talent development. Together, they explore how aligning talent strategy with business objectives can drive sustainable growth and resilience. The conversation covers: ✔ The evolving landscape of leadership and how it impacts company culture ✔ Why flexible work environments matter for attracting and retaining top talent ✔ The risks of a “talent cliff” and how to avoid it ✔ Practical strategies for ensuring the right people are in the right roles Whether you're a business owner, executive, or HR leader, this episode is packed with insights to help you build a stronger, more adaptable organization. Tune in to learn how to future-proof your workforce and create a culture where talent thrives. About Jen Thornton: After an exciting 20+ year career in Operations and HR, leading teams across the US, Greater China, Mexico, and the UK, Jennifer launched 304 Consulting.​  Jennifer understands the importance of having a strong Talent Strategy to ensure you have the right people in the right roles with the right skill sets to deliver the business strategy.​ 304 Coaching offers services and consulting to help companies build and execute custom Talent Strategies.​  Jen is credentialed through the International Coaching Federation and holds certifications in several accredited methodologies, including Conversation Intelligence and Gallup Strengths. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, hosted by Dave Bookbinder, we embark on a journey into the realm of business differentiation with Barry Labov, president of Labov and Beyond Marketing Communications and author of The Power of Differentiation: Win Hearts, Minds, and Market Share. From Rock Musician to Entrepreneur of the Year: Barry shares his inspiring path, transitioning from a rock musician to achieving Entrepreneur of the Year status. He discusses how his background shaped his approach to marketing and business strategy. The Essence of Differentiation: Barry emphasizes the critical role of differentiation in business success. He explores how identifying and celebrating unique brand traits can propel businesses forward in competitive markets. Discovering Unique Selling Propositions: Barry reveals how his company helps businesses uncover their inherent differentiation. He shares anecdotes, including a transformative experience with a family bakery, illustrating the power of discovering and promoting unique selling propositions. Impact of Customer Experience: The conversation dives into the significance of customer experience and its direct influence on brand perception and market positioning. Engaging Employees for Business Success: Barry discusses the importance of promoting differentiation both internally among employees and externally to the market. He explores how engaging employees can enhance overall business value and customer satisfaction. Tune in to gain insights into why differentiating your brand is crucial in today's competitive landscape and how strategic differentiation can drive business growth and customer loyalty. About Barry LaBov Barry LaBov, a two-time Ernst & Young Entrepreneur of the Year, is a celebrated author, speaker, and brand strategist. With a core emphasis on differentiation, Barry advocates for leaders to unearth and champion their brand's distinctiveness to win market share and the hearts of the people who represent it. His book, “The Power of Differentiation. Win Hearts, Minds and Market Share,” distributed by Simon and Schuster, embodies this philosophy. Heis the founder of LABOV, a renowned marketing training firm serving blue-chip clients, and author of The Power of Differentiation: Win Hearts, Minds, and Market Share. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with David Van Adelsberg and Bart Houlahan from Irrational Capital to explore the game-changing role of human capital in business valuation and investment strategies. Irrational Capital is at the forefront of quantifying the employer-employee relationship's impact on a company's equity value. David and Bart introduce the human capital factor, a groundbreaking investment metric independently validated by leading financial institutions like J.P. Morgan. Key Topics Covered: ✅ The science behind the human capital factor and why it matters to investors ✅ How intrinsic motivators—pride, trust, appreciation—drive stock performance ✅ The rigorous validation process that links employee engagement to financial returns ✅ The shift in investment strategies to integrate human capital metrics Join us for this fascinating discussion on how people truly are a company's most valuable asset—not just in words, but in measurable financial impact.

In this episode of Behind the Numbers, host Dave Bookbinder welcomes back Anne Dranitsaris, author of Become Who You Are Meant to Be in Your Relationships, for a deep dive into the intersection of personal relationships and leadership in the business world. Anne shares her expertise as a leadership coach, exploring how personality types and brain organization shape emotional behaviors and workplace culture. She and Dave discuss the challenges leaders face in balancing authority with authenticity and how self-awareness can drive better decision-making and employee performance. Key topics include: ✅ Understanding personality types to enhance workplace relationships ✅ Overcoming imposter syndrome and embracing authenticity at work ✅ The power of mindfulness in leadership effectiveness ✅ Setting boundaries while fostering a culture of open communication ✅ Practical strategies for creating a positive, high-performing team Tune in for actionable insights that will help you strengthen your leadership skills, improve workplace dynamics, and drive organizational success! About Our Guest: Anne Dranitsaris, Ph.D., is a behavioral change expert, psychotherapist, author, and leadership coach known for her groundbreaking work in psychological type, personal and leadership development. She and her daughter, Heather Dranitsaris-Hilliard are founders of Caliber Leadership Systems and co-creators of the Striving Styles Personality System. She writes and practices in her home in Kawartha Lakes, Ontario. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder is joined by Erin Andrea Craske—executive psychologist, award-winning author, and renowned brand strategist—to explore the power of brand strategy, equity, and differentiation in today's business landscape. Erin shares her personal journey as a nonconformist in the corporate world, highlighting the challenges she faced and the lessons that reshaped her approach to business and life. She dives deep into the true meaning of brand equity, explaining why it's more than just logos and marketing—it's the real, measurable value of a business. Key takeaways from this episode: ✅ How strategic positioning and differentiation create lasting competitive advantage ✅ Why brand equity is a critical business asset ✅ The unique challenges (and advantages!) of nonconformists in corporate environments ✅ Erin's expert insights on navigating business transformation and standing out in a crowded market If you're looking to elevate your brand, challenge conventional thinking, and understand the real value behind a business, this episode is a must-listen!

Welcome to another episode of Behind the Numbers! In this episode, we're joined by Jodi Hume, a seasoned expert in "on-call decision support" — a unique service she developed from her extensive career and entrepreneurial upbringing. Jodi shares her inspiring journey from marketing to becoming the COO of an architecture firm, where she sharpened the skills that now help entrepreneurs make pivotal decisions. She dives into the importance of having a trusted sounding board, especially during times of heightened uncertainty. Key topics covered in this episode: Navigating Business Exits & Acquisitions: Jodi offers practical advice on managing the emotional and psychological complexities of due diligence and post-sale transitions. Personal and Business Alignment: Learn how to balance personal goals with critical business decisions. Energy, Hope & Adaptation: Gain wisdom from Jodi's insights rooted in neuroscience and psychology to stay motivated and adaptable amid uncertainty. Whether you're scaling a business, contemplating an exit, or simply seeking better decision-making strategies, Jodi's insights will empower you on your entrepreneurial journey. Tune in to discover how embracing decision support can help you achieve a deeper, more fulfilling balance between business success and personal aspirations. About Our Guest: After a 15-year career as COO of a growing architecture firm, Jodi Hume shifted gears and made a name for herself over the last decade providing on-call decision support and facilitated leadership conversations for startup founders and entrepreneurs throughout North America, Europe and Australia. While Jodi works 1:1 with a small number of clients, she also convenes roundtable conversations for entrepreneurs & founders, and each week, she hosts an anonymous Q&A for entrepreneurs she is (half-jokingly) calling the “Business Confessional.” You can also find her at the mic as lead singer of her band, The Wafflers – and if you ask nicely, she might tell you about the time she won 1st place in a Truck Pull. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

Welcome to Behind the Numbers, where host Dave Bookbinder explores the power of sales in business with expert guest Liz Heiman, CEO and Chief Sales Strategist at Regarding Sales. With over two decades of experience since 2002 in building sales infrastructures, Liz shares actionable strategies for creating successful sales systems in midsize companies. In this episode, Liz reflects on her career, starting at Miller Heiman, famous for the Strategic Selling methodology, and discusses why everyone in a company is involved in sales, from accountants to facilities managers. Together, they debunk common sales misconceptions, including the importance of a growth mindset, thorough sales preparation, and how focusing on problem-solving is more effective than the traditional "hard sell." Liz dives into the key elements of the sales funnel, emphasizing how to leverage meaningful conversations, understand sales metrics, and integrate marketing and sales to boost business growth. She also offers valuable insights on building trust and credibility in sales relationships and explains why a customer-centric approach is critical for success. Whether you're looking to refine your sales techniques, enhance your sales funnel, or better understand your customers' needs, this episode is packed with practical sales strategies and insider tips that will help you elevate your sales game. About Our Guest: Liz Heiman is the Sales Operating System Architect and the founder of Re: Sales™. Liz guides “Ready-to-Scale” founders and CEOs to take the chaos out of sales so they can create a more sustainable growth strategy that strengthens the pipeline and streamlines their process to increase revenue on a predictive basis. Early in her career, Liz trained some of the world's powerhouse sales organizations. Using Strategic Selling and Conceptual Selling, she helped them boost sales by improving their sales processes and systems. Now her focus is start-up and mid-sized companies selling into complex B2B environments, including medical, government, and enterprise. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.  

Welcome to another episode of "Behind the Numbers" with your host Dave Bookbinder. This week, we have the pleasure of chatting with Andi Simon, a pioneering corporate anthropologist, renowned podcaster, and author of "Women Mean Business". Dive into the world of corporate anthropology and discover how Andi aids organizations in navigating transformative changes by understanding the data behind their operations in a new light. During our conversation, Andi shares her fascinating journey from academia to finance and healthcare, ultimately leading to the creation of her own business. With over 23 years of experience, she reveals how companies hire her not just for what she does, but for what they need: to unlock the potential behind data and push beyond the obvious, identifying gaps and opportunities for innovation. Andi explains how anthropologists uniquely explore company dynamics, emphasizing observation and ethnographic methods to gain profound insights. From embedding herself in senior living communities to analyzing healthcare strategies, she discusses her innovative methods of understanding client requirements and enhancing business performance. Additionally, familiarize yourself with Andi's authored works, "On the Brink: A Fresh Lens to Take Your Business to New Heights" and "Women Mean Business", and gain valuable strategies on how to look at business data from a strategic perspective. Tune in to understand how corporate anthropology can be a game-changer in deciphering complex data landscapes and shaping future business success. About Our Guest: Andi Simon PhD is the founder of Simon Associates Management Consultants LLC (SAMC). She launched SAMC in 2002 to apply anthropology's methods, tools, and theory to businesses in need of change. As a Corporate Anthropologist she helps executives see their companies with more observant eyes, achieve “aha!” moments, allowing them to discover new and profitable opportunities. By applying the concepts, methods, and tools of anthropology to business environments, she turns observation into innovation and revitalizes businesses seeking growth. She is author of two-award winning books: “On the Brink: A fresh lens To Take Your Business to New Heights” and “Rethink: Smashing the Myths of Women in Business.” Andi has co-authored a new book published in September 2023 entitled “Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success”. Her work as a corporate anthropologist has led to clients across the globe delivering both keynotes and conducting workshops. As a trained practitioner of Blue Ocean Strategy and Innovation Games, she has conducted almost five hundred workshops on Blue Ocean Strategy and Culture Change. Dr Simon has also developed and run Leadership Academies for her clients. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

Welcome to another engaging episode of Behind the Numbers, where host Dave Bookbinder is joined by Steve Kantor, Executive Vice President at KEH Insurance. In this episode, Steve dives into the intricacies of managing risk in the dynamic world of business insurance, offering invaluable insights into both the "have-tos" and "shoulds" of insurance coverage for small to mid-sized companies. The conversation explores the evolving landscape of risk management, touching on the critical role of intangible assets and the increasing impact of artificial intelligence. Steve highlights the need for proactive advisory strategies, emphasizing the importance of ongoing communication with legal and accounting professionals to keep pace with changing risk profiles. Steve also shares the inspiration behind his successful community-building initiatives, which create valuable networking opportunities for innovators and investors in the tech and life sciences sectors. The episode concludes with practical advice for navigating insurance challenges while fostering personal and professional relationships. Join Dave and Steve in this informative discussion that uncovers the ever-changing facets of risk management and the importance of relationship-building in business. About Steve Kantor: Steven Kantor is Executive Vice President of KEH Insurance Agency.  The focus of his work is providing insurance programs to innovative companies and their investors.    He has a vast background in professional service sales and business development.   His leadership positions have included Managing Director of Jefferson Wells International's Philadelphia office, Director of Business Development for SMART, LP and VP of Venture Development for Alpha Medical Services.   He was co-founder of Eldersearch.com which was sold to Fischer Foundation for Research.   Steve received the “40 Under 40” award from the Philadelphia Business journal and the Amore Award for Community Impact from the Liguori Academy (www.liguoriacademy.org) in Philadelphia.   He has been the founder and leader of numerous CEO/Investor forums including the Philadelphia Board for Corporate Governance, the Technology Leaders of the Delaware Valley (www.techleadersdv.com), the Life Sciences Collaborative (www.lifesciencescollaborative.org) with chapters in Boston, Princeton and Philadelphia and Innovators and Investors Executive Leaders Forum where he works closely with high net-worth individuals  that have successfully exited businesses and are now investing or advising emerging companies.  As a community impactor, Steve created the Calling All Angels Gala to benefit the CARES Institute to support families impacted by child abuse.  The gala ran for ten years and raised over $ 1.5 million dollars.  He's also been the Chair of the Gala to benefit the YMCA of Gloucester County and currently serves on the LIFT Committee of the Liguori Academy in Philadelphia. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dave Nast—three-time CEO, award-winning business coach, and workplace behavior expert—for an engaging conversation on leadership, workplace dynamics, and the evolving business landscape.

In this episode of Behind the Numbers, host Dave Bookbinder welcomes Dr. Candy Campbell, an award-winning actor, author, filmmaker, and artist, to discuss the crucial role of communication skills in business. The conversation navigates through Dr. Campbell's unique career journey from an actor and flight attendant to a distinguished nurse and educator. She shares her insights on how comedy, and specifically improv, can significantly improve communication within organizations. Dr. Campbell delves into the root problems of workplace miscommunication, especially in risk-averse industries, and highlights how these issues can lead to safety concerns, employee dissatisfaction, and even affect an organization's brand. Through her applied improv curriculum, she provides practical tips on enhancing workplace communication and the importance of creating a psychologically safe environment for employees to express themselves. The discussion also touches on effective leadership, authenticity, and the impact of attitude in professional settings, offering valuable advice for young professionals on upward communication. Additionally, Dr. Campbell shares her experiences with award-winning film production, her portrayal of Florence Nightingale, and her passion for fine arts. About Candy Campbell: Dr. Candace (Candy) Campbell, award-winning actor author, filmmaker, and fine artist,  has good news for leaders tearing out their hair because of employee disengagement---or worse, poor employee retention!  Her doctoral work, completed with interprofessional groups at Stanford and subsequent books* address workplace miscommunication which is at the root of employee quiet quitting and increased resignation problem. The solution? Candy uses her 20+ years experience as an actor/director/coach/facilitator and her 40 years in the healthcare industry to help leaders create a culture where everybody WANTS to work and nobody wants to leave. *Improv to Improve Healthcare" and  "Improv to Improve Your Leadership Team" But Wait! There's more! For you nurses, statisticians, social consciousness wonks, or other masses yearning to learn from history, Candy's third solo show, 'Florence Nightingale: The Reluctant Celebrity, ' has been enjoyed by audiences off-Broadway, several US states, and 3 countries, so far. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

Welcome to Behind the Numbers with Dave Bookbinder! In this episode, we dive deep into the critical role of trust in building high-performance teams with Captain George Dom, founder of the High Trust Leadership Network and author of High Trust Leadership. Drawing on his remarkable 26-year Navy career, including flying fighters off aircraft carriers and leading the iconic Blue Angels, George offers unparalleled insights into how trust drives success in teams. Key Topics Covered: The Five C's of Trust: Learn how Character, Commitment, Competence, Connection, and Communication create the foundation for trust in any team. Military-Grade Lessons for Business: George shares actionable strategies for translating military lessons on trust, leadership, and collaboration into corporate environments. Post-Project Debriefs: Discover the power of candid feedback and open communication to foster continuous improvement and a culture of trust within your organization. Retention and Innovation: Understand how trust fuels resilience, retention, and creative problem-solving, helping your team thrive under pressure. Dave and George unpack real-world examples and offer practical advice to help leaders integrate trust-building strategies into their daily practices. Whether you're managing a small team or a large organization, this episode provides the tools to create a culture where trust unlocks your team's full potential. Don't miss this engaging and inspiring conversation. Tune in now and learn how trust can transform your team dynamics and drive extraordinary results. About George Dom: Captain George Dom USN(Ret), founder of the High-Trust Leadership Network, is a former naval officer and aviator with a career spanning key leadership roles in high-performance organizations, including Topgun instructor, Blue Angels flight leader, and combat strike leader. Today, he's COO of a California aviation company, author, speaker, and leadership consultant for Fortune 500 corporations. Dom emphasizes the importance of ‘High-Trust' Leadership and Personal High Performance in achieving exceptional results. With a background in high-performing military and civilian organizations and coaching at the Human Performance Institute, he offers proven methods for leaders to achieve High-Trust Teamwork and Personal High Performance. Dom's keynotes, workshops, and coaching engagements aim to unleash human talent for outstanding organizational success. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this episode of Behind the Numbers, host Dave Bookbinder dives deep into the transformative power of artificial intelligence (AI) with special guest Faisal Abid, co-founder of Irene Cremations. Faisal shares his incredible journey from the tech world to reshaping the funeral services industry through innovation and technology. Discover how Irene leverages AI to streamline funeral services, enabling professionals to focus on supporting families during their time of need. Faisal offers unique insights into the role of AI in revolutionizing non-tech industries, from nonprofits to public policy, showcasing how technology can enhance human-centered services. Key Discussion Points: AI and Innovation: How AI is disrupting industries traditionally untouched by tech. Job Market Insights: The truth about AI's impact on jobs and efficiency. AI in Education: Rethinking how we teach and assess learning in the AI era. Entrepreneurship Tips: Building financial security and embracing failure as a path to success. Faisal's candid advice for aspiring entrepreneurs and his passion for AI's potential to balance efficiency with human connection make this a must-listen episode for innovators, business leaders, and anyone curious about the future of technology. About Our Guest: Faisal Abid is an entrepreneur, company founder, CTO, Google Developer Expert and Google Cloud Certified Architect, who speaks about leveraging the use of technology to drive business success. Faisal is also passionate about the power of embracing technology in traditionally non-tech industries.  About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries.

In this must-listen episode of Behind the Numbers, host Dave Bookbinder sits down with John Hewitt, an entrepreneurial legend and the mastermind behind Loyalty Brands. With a 55-year career that includes founding Jackson Hewitt Tax Service and Liberty Tax, John reveals the leadership principles and strategies that have fueled his success—and how giving back is the ultimate measure of achievement. What You'll Learn in This Episode:

Welcome to another episode of "Behind the Numbers" with host Dave Bookbinder, where we delve into the crucial aspects of business that matter most. In this episode, we explore the intricacies of the business exit process with Sean Sands, Director of Mergers and Acquisitions at Haefele Flanagan. Sean shares his extensive experience from multiple perspectives within the M&A landscape, offering insights into when business owners should start thinking about selling, and the importance of planning and preparing for a successful exit. He emphasizes the significance of getting a business "sale ready" by addressing financial, legal, and operational considerations early on. The discussion also covers the mental and emotional aspects of selling a business, the differences between strategic and financial buyers, and the role of earnouts in bridging valuation gaps. Sean provides advice on assembling a team of advisors to ensure a smooth transaction and offers tips for entrepreneurs approached by potential buyers. Join us for an enlightening conversation filled with practical advice for business owners contemplating an exit strategy, ensuring they maximize value and achieve their long-term goals. Don't miss this opportunity to learn from a seasoned M&A professional! About Sean Sands, Director of Mergers & Acquisitions at Haefele Flanagan: With more than 30 years of experience in investment banking, corporate development and loan syndications, Sean has significant expertise in mergers & acquisitions transactions including sell-side advisory, buy-side advisory and leveraged recapitalizations. As a Managing Director at KPMG Corporate Finance and Navigant Capital Advisors, Sean closed more than sixty middle-market M&A transactions totaling over $2.2 billion in transaction value. While at Crown Castle, a publicly traded S&P 500 company, he assisted in completing $9.2 billion in fiber acquisitions including Lightower, FPL Fibernet and Wilcon Holdings LLC. Sean served as Vice President of Finance & Strategy at Sunesys LLC, which was acquired by Crown Castle for $1 billion. As a Vice President at CoreStates Investment Banking, he completed loan syndications and capital raises in excess of $1.5 billion. Sean holds a Bachelor of Science in Business Law and an MBA in Finance from Temple University in Philadelphia, Pennsylvania. He is a former Adjunct Professor at Delaware Valley University teaching finance courses including Fundamentals of Investing and Money, Banking & Credit. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” He's also the host of Behind The Numbers podcast which is enjoyed in more than 100 countries.

Join host Dave Bookbinder in this inspiring episode of Behind the Numbers as he interviews Jenn Drummond, world record-holding mountaineer, motivational speaker, and author of Break Proof: 7 Strategies to Build Resilience and Achieve Your Life Goals. Jennifer shares her resilience journey from finance to becoming a resilience coach and record-setting climber, where she scaled the "seven second summits" after surviving a near-fatal car accident. In this must-listen interview, Jennifer unveils the mindset strategies that helped her build resilience, tackle challenges, and set goals that truly align with her purpose. She discusses: Essential elements of a resilient mindset for both business success and personal growth. The power of teamwork and perspective in overcoming adversity. Tips for goal-setting, staying motivated, and navigating the challenging "messy middle" of any major pursuit. Get actionable advice to transform setbacks into success and elevate your personal and professional journey. Whether you're climbing mountains or career ladders, this episode has insights to help you reach your summits! #BehindTheNumbers #DaveBookbinder #JennDrummond #Resilience #Mindset #GoalSetting #OvercomingAdversity #BreakProof #Motivation #Leadership #ClimbingSevenSummits About Jenn Drummond: A car accident in 2018 left Jenn Drummond awestruck and emboldened.  Rescue workers couldn't imagine any scenario where she came out of it alive, but she did.  That's when she realized you don't get to choose when you leave this life…but you sure can choose how you live it.  Strengthened by this awareness, she set out to live in a more authentic and adventurous way. Inspired to climb a mountain for her birthday, her son raised the stakes by suggesting Mount Everest.  Not one to back down from a challenge, she accepted the pursuit. During her training, her coach upped the ante and proposed that she go for a Guinness World Record and become the first woman to climb the 7 second summits. The pursuit matched her desire to live a life of significance, not just success. Today, Jenn is a world record holder who elevates others to master their own summit in life.  She's a successful business owner and Mom of 7 remarkable kids who, as you have heard, boldly inspire and brazenly challenge her. She's also an international speaker, author, and Host of the Seek Your Summit podcast, who's focused on inspiring others to go beyond success to a life of significance. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Welcome to another episode of Behind the Numbers, where host Dave Bookbinder dives into the core elements of business success. In this episode, Dave is joined by Robert Brill, CEO of Brill Media, to explore the intricacies of marketing strategies that can transform businesses. Robert shares his 20+ years of experience in the advertising industry and offers insights into developing a robust marketing strategy. He emphasizes the importance of understanding customer journeys, brand differentiation, and the power of content strategy. With practical examples, Robert discusses the significance of credibility markers, reviews, and retargeting to maintain customer engagement. Listeners will gain valuable knowledge on creating predictable, repeatable, and scalable marketing systems. Robert explains how to demystify SEO, harness the power of backlinks, and optimize website performance to improve search engine rankings. He also shares innovative methods to craft effective marketing messages that resonate with target audiences. About Robert Brill: Robert Brill is the CEO of Brill Media, a company that evolves marketing from guesswork to growth engine. They have been honored 11 times on the Inc. 5000 and Financial Times 500.   About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another episode of Behind the Numbers, where host Dave Bookbinder explores the crucial role of leadership in business success. In this episode, Dave is joined by Thomas Gelmi, an executive and leadership coach, and best-selling author, who brings over 20 years of experience working with leaders globally from his base in Switzerland. Thomas shares his journey from a diverse career background, including his time with Swissair, to his current role as a leadership expert. The discussion delves into the significance of human-centric leadership, emphasizing the mantra "think human, act human, be human," and how it can transform organizational culture and drive profitability. Throughout the conversation, Thomas provides practical insights on cultivating trust, psychological safety, and a positive workplace culture. He also highlights the importance of recognizing and celebrating employees' achievements as a strategy for enhancing engagement and productivity. Listen in to discover how small, intentional actions can lead to significant shifts in leadership effectiveness and organizational value. Don't miss the opportunity to learn from Thomas's unique perspective, as he ties leadership lessons to his experiences in the aviation industry. About Thomas Gelmi  Thomas Gelmi has been a trusted advisor to leaders and their teams for more than two decades. His programs, which have attracted roughly 10,000 participants from nearly 90 countries, reflect his adaptability and appeal across cultures and industries. Thomas works in four languages, and his clients range from global corporations to SMEs and private individuals worldwide. Thomas draws on an extraordinary biography with exciting milestones. Besides his many years of professional experience in working with leaders and holding various management positions, he spent many years with Swissair, the former Swiss national airline. In the worldwide leadership and training of cabin crew, and in contact with international customers at 30,000 feet, he experienced first-hand how important a high level of personal and interpersonal competence is for effective human interaction.  Thomas is a bestselling author of several books, among them BREAKTHROUGH, What Cabin Crew can teach you about Leadership, Teamwork and Customer Contact, and THE COACHING CODE,  Practical tips for cracking the code and building a successful Coaching Business. Based in Switzerland, with a home near Zurich, Thomas works with leaders all across Europe and regularly in North America, Asia, Africa and Australia. His clients include global corporations as well as SMEs and private individuals. Connect with Thomas: https://gelmi.coach/ http://ch.linkedin.com/in/thomasgelmi About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, Dave is joined by Neil Cataldi, Chief Investment Officer at Starboard Advisors, for an engaging discussion on what truly matters in the world of business and investment. Neil provides an overview of Starboard Advisors, explaining their role as a multifamily office serving high-net-worth individuals and families. He delves into the complexities of managing family wealth, emphasizing the importance of early planning, investment management, and the psychology of money. Neil shares valuable insights on the concept of family offices, offering clarity on when entrepreneurs should consider establishing one and the benefits of having a dedicated team to manage their financial affairs. The conversation also explores the challenges of generational wealth transition and how business owners can effectively plan for their exit strategy. Neil highlights the significance of aligning investment strategies with long-term goals and addresses common pitfalls that business owners face in wealth management. Join Dave and Neil as they uncover the art and science behind successful financial planning, offering practical advice for entrepreneurs and investors alike.    About Neil Cataldi:  Neil Cataldi is Chief Investment Officer at Starboard Advisors. He previously served as Chief Investment Officer for the Viking Group, a single family office, where he led the investment process for $250 million in assets under management. Mr. Cataldi has over 20 years of Wall Street industry experience across equities, options, alternatives, and Family Office governance.  He began his career on the floor of the Philadelphia Stock Exchange where he worked for both TFM Investment Group and Goldman Sachs. He then worked as a derivatives strategist at Susquehanna International Group, generating stock and option trading ideas, mainly within the Consumer sector. Neil has also consulted for multiple private Family Offices managing a range of investments, including actively managed equity and fixed income portfolios, as well as the oversight and management of a large portfolio of hedge funds. About the Host: Dave Bookbinder is known as an expert in business valuation. He is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of Behind the Numbers, host Dave Bookbinder welcomes James Bond, one of America's leading marketing and behavioral management specialists, known for his insightful book, "Brain Glue: How to Sell Easier by Making Your Ideas Sticky." Discover how James's unique name led him to explore the power of brain triggers in marketing and selling. James shares his journey from running a successful advertising agency to uncovering the secrets of emotional selling. He explains the significance of metaphors and emotional triggers in crafting memorable marketing strategies that resonate with audiences. Learn how these tools can transform even the most technical and mundane services into compelling offerings. Throughout the conversation, James provides practical tips for professionals in various fields, emphasizing the importance of emotional connection in business. He illustrates the power of metaphors, rhyme, and creative thinking in making ideas stick and driving sales. About Our Guest: James Bond is one of America's leading behavioral management and business marketing specialists - and is the author of the multi-award-winning book, BRAIN GLUE - How to Sell Easier By Making Your Ideas "Sticky."  For thirteen years, he ran one of Southern California's leading behavioral management firms, working with a who's who of American business.   Early in his career, he ran an advertising agency in Montreal, working with a wide range of Fortune 500 and smaller firms.  He is a past workshop chairman and sold-out workshop leader for the resource partner of the U.S. Small Business Administration, has been a featured guest speaker at three Southern California universities, and has been a popular guest on a wide range of business podcasts.  About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a business valuation expert and collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

** This is a special episode of Behind The Numbers and the format is different than the usual BTN episode.  This is the audio from a short TedEx style talk that was recorded at the Finance Innovation and Excellence (FInEx) Summit 2021. ** What if I told you that a company's most valuable asset isn't even recorded on a financial statement? Every CEO on the planet says "our people are our greatest asset" but people are often viewed as an expense that needs to be minimized. People are assets, not expenses. This talk also won a FInEx Award for the category of Most Impactful Catch Phrase: "People are assets; not expenses." Thanks to CFO.University and AARO Middle East for giving me the opportunity to share my thoughts at the conference! About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode, we dive deep into the essence of leadership with certified executive coach and author, Traycee Mayer. Traycee discusses her book, The Leadership Contradiction: Choosing a Path of Love and Kindness, and shares her journey of discovering that leading with empathy and respect yields superior results. Traycee recounts the pivotal moments during the pandemic that inspired her to write her book and explains why she chose the word "love" in the title. She also provides practical advice on incorporating love and kindness into the workplace, even in difficult conversations. Additionally, Traycee emphasizes the importance of self-care for leaders and shares her personal strategy for maintaining balance. She also discusses some common pitfalls in leadership, offering insights on how to avoid them. Tune in to learn how love and kindness can transform your leadership approach and create a more successful and harmonious work environment. About Traycee Mayer Traycee is an expert in helping leaders leverage the strengths of human connection to achieve explosive success in their own careers and with those they lead.  She has led teams of hundreds and helped to create paths for dozens of great leaders. She's experienced great triumphs as an entrepreneur, executive coach, leadership trainer and as an author of The Leadership Contradiction - Choosing a Path of Love and Kindness. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

In this episode of Behind the Numbers, I'm pleased to welcome Victoria Yampolsky, who is the president and founder of the Startup Station.  Victoria shares insights on how a positive mindset can lead to better outcomes, even in challenging situations like receiving negative feedback from investors. She highlights the importance of mindset training, comparing it to physical exercise, and discusses proven strategies such as meditation, exercise, and setting aside time for self-awareness. Victoria illustrates the impact of mindset with real-life examples, including entrepreneurs who thrived by embracing feedback and those who struggled due to rigid thinking. She also emphasizes the significance of financial literacy for entrepreneurs, explaining common mistakes in revenue projections, cost understanding, and the importance of cash flow management. Throughout the conversation, Victoria and Dave explore the critical financial metrics that entrepreneurs need to track, such as EBITDA, cash flow from operations, and unit economics. They stress the importance of creating flexible and robust financial models that reflect the business strategy and market realities. As the episode progresses, Victoria delves into the essential characteristics of effective leadership in entrepreneurship, including mental flexibility, intrinsic motivation, emotional regulation, and integrity. She provides valuable advice on how to develop these traits and their impact on business success. About Victoria Yampolsky Victoria Yampolsky, CFA, is a serial entrepreneur and an experienced business and finance executive with extensive startup experience. She is the President and Founder of The Startup Station, a CFO advisory and finance education platform for startups and small businesses. Victoria founded The Startup Station in 2013 after she realized that while startup founders had a lot of passion and technical knowledge about what they were doing, they rarely had business acumen about how to bring their idea to market. Even more rarely they could analyze the financial implications of their decisions, let alone explain the business in financial terms to investors. The Startup Station focuses on strategic financial modeling of startups and small businesses. We are fractional CFOs who know how to build and use financial models, or plans, as business intelligence tools. These tools translate the founders' vision into an executable measurable roadmap. By properly implementing this roadmap in the financial systems, we can respond faster and more accurately to market feedback. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another episode of Behind the Numbers with your host, Dave Bookbinder. In this episode, Dave welcomes a special guest, Dr. Andrew Temte, author of Balancing Act and The Balanced Business, and host of the Balancing Act Podcast. Dr. Temte shares his unique journey from being a high school dropout to earning a Ph.D. in finance and building a successful career in business education. Dr. Temte discusses the key themes from his books, focusing on the importance of balancing various aspects of both personal and professional life. He delves into how his personal experiences, including his divorce and remarriage, have taught him valuable lessons that apply to business, particularly in the realms of communication, trust, and accountability. Throughout the conversation, Dave and Andy explore the nuances of organizational health and continuous improvement. Andy emphasizes the need for effective communication in leadership, the balancing act between trust and accountability, and how businesses can create a flow that enhances customer satisfaction. Andy also shares his thoughts on the often-overlooked concept of vulnerability in leadership, explaining how showing vulnerability can foster respect and trust within a team. He advocates for leaders to bring their whole selves to work, balancing vulnerability with resilience and courage. The episode concludes with a discussion on the importance of creativity in business roles, even those that may not seem creative at first glance. Dr. Temte encourages leaders to nurture their creativity and engage in activities outside of work that bring them joy and fulfillment. For those interested in learning more about Dr. Andrew Temte, his work, and his books, you can visit andrewtemte.com. Tune in to this episode for a comprehensive look at the balancing acts that define successful leadership and organizational health. About Our Guest: Dr. Andrew Temte is the Author of “Balancing Act: Teach, Coach, Mentor, Inspire,” “The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows,” the Host of the Balancing Act podcast, the former CEO of Kaplan Professional, and the Founder of Skills Owl LLC. Andy is also a voice for change and growth in the market for skills and work readiness worldwide. He has served as a member of World Economic Forum's Skills Consortium and clearly sees the need to develop and test new and alternative pathways into the world of work. To ensure the viability of humans in the workforce of the future, we must improve academic outcomes, reduce the cost to acquire industry-recognized credentials, and enhance accessibility across myriad demographic groups. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today, we're focusing on leadership, a recurring theme in our discussions, and we're thrilled to be joined by Doug Thorpe, a business advisor, executive coach, and host of the show "Leadership Powered by Common Sense." Doug shares his extensive background, from his early days as a military officer to his career in banking, and ultimately his journey into consulting and executive coaching. With experience spanning various industries and company sizes, Doug has dedicated himself to helping leaders become better bosses and influencers within their organizations. In our conversation, we delve into the concept of developing one's identity as a leader. Doug emphasizes the importance of framing up the kind of leader you aspire to be, aligning it with your values and beliefs. He introduces a simple methodology to identify attributes that resonate with you, setting the foundation for effective leadership. We also explore the challenges faced by next-generation leaders. Doug highlights the traditional path where top individual contributors are promoted to leadership roles without adequate training. He advises new leaders to be proactive in seeking training and mentorship to bridge the gap and effectively transition from being a doer to a thinker. Addressing the common issue of imposter syndrome, Doug reassures aspiring leaders that they are not alone in feeling inadequate. Embracing this awareness can drive a hunger for learning and improvement. He suggests finding a mentor or coach to navigate these challenges and develop confidence in their leadership abilities. Doug further discusses the importance of influence in leadership, both upwards and downwards within the organizational hierarchy. He explains that understanding your boss's perspective and finding ways to insert your ideas can enhance your influence without overextending your personal capital. We also tackle the difference between management and leadership. Doug shares a powerful insight: management is about process, while leadership is about people. Effective leaders invest in their people, helping them thrive and become their best selves at work. About Our Guest: Doug Thorpe is an executive coach who provides personalized, one-on-one coaching services to help entrepreneurs and other professionals reach their full potential. With a focus on positive transformation, Doug will work with you to assess your strengths and identify areas of improvement in order to create and maintain a successful career. He takes a holistic approach, focusing on mindset, communication skills, and practical strategies. Doug also employs powerful tools to help you become an effective leader in your chosen field. With his guidance, you can learn how to create clear goals, stay motivated while achieving them, and lead with confidence. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Welcome to another episode of Behind the Numbers, hosted by Dave Bookbinder. Today, we delve into the intriguing world of hypernomics with Doug Howarth, the CEO of Hypernomics, Inc. and author of "Hypernomics: Using Hidden Dimensions to Solve Unseen Problems." Doug shares his unique insights on how hypernomics can reveal the underlying structures that support and constrain market numbers in various industries. Doug introduces the concept of hypernomics, explaining how it rearranges familiar market elements into multidimensional views, offering a deeper understanding of market dynamics. For instance, in the housing market, hypernomics can elucidate the relationships between factors like square footage, lot size, and price, and can predict the upper limits of housing prices in a given area. This methodology has proven effective across multiple industries, beyond just raw commodities. Doug illustrates the practical applications of hypernomics with relatable examples, such as choosing a washing machine and optimizing restaurant seating during COVID-19. These stories demonstrate how hypernomics can simplify complex decisions and improve business outcomes, even for small local businesses. In the episode, Doug also discusses how hypernomics can be a powerful tool for business leaders, offering a competitive advantage by identifying market gaps and potential new products. The software developed by Hypernomics, Inc. allows businesses to map out competitive spaces and understand the demand limits for their products, preventing costly mistakes and maximizing profitability. Investors can also benefit from hypernomics. Doug explains how their private fund, using principles of hypernomics, significantly outperformed the S&P 500, demonstrating the effectiveness of this approach in stock market investing. Looking to the future, Doug envisions hypernomics becoming an integral part of industry, academia, and government, revolutionizing how we understand and navigate markets. He hopes that hypernomics will be taught in universities and widely adopted, making the world a better place through more informed decision-making. To learn more about hypernomics, connect with Doug Howarth on his personal website dughowarth.com or visit the company website at hypernomics.com. You can also find his book on the Wiley, Barnes & Noble, or Amazon websites. About our guest: Doug Howarth, CEO Hypernomics, Inc. & Author of Hypernomics: Using Hidden Dimensions to Solve Unseen Problems Doug Howarth unleashed a paradigm shift. He discovered Hypernomics. It alters economics in the same way relativity changed physics, as it uses new frames of reference. It starts with four dimensions and adds time for a fifth. But, there is no upper limit to the dimensions considered. It finds the linked, opposing, self-organizing states of Value and Demand at work against each other at all times - just like the game of tug-of-war.  At age 14, Doug Howarth sensed the plotting systems created by René Descartes were inadequate for many tasks. Decades later, he made a series of startling discoveries. He found the economy self-organizes in recognizable opposing patterns and devised ways to portray markets in four, five, or any number of dimensions. Doug named this new field Hypernomics. In 2011, he formed a company, Hypernomics, Inc., who show their customers how to take advantage of Hypernomics.  Hypernomics. Inc. has worked for NASA, United Technologies, Lockheed Martin and Raytheon, among others. Along with two of his Hypernomics colleagues, he was awarded US Patent Number 10,402,838 for Multivariable Regression Analysis, the world's first software designed to deconstruct markets into their 4D structures. ​Doug has written 13 peer-reviewed publications across four continents.  They've been issued by the Institute of Electrical and Electronics Engineers (IEEE), the American Institute of Aeronautics and Astronautics (AIAA), the Society of Automotive Engineers (SAE), and the International Council of the Aeronautical Sciences (ICAS), among others. NASA has requested that he speak to them three times. He has spoken to the Royal Aeronautical Society (RAeS) in London four times, and they have published his peer-reviewed work as well. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, we delve into the art of creating game-changing value propositions with our guest, John Rossman. John is the CEO and founder of Rossman Partners and the author of the book, Big Bet Leadership. John shares his journey from being an early executive at Amazon, where he played a pivotal role in launching the marketplace business, to his current endeavors in helping leaders and organizations tackle complex problems and achieve major transformations. With a rich background that includes working with notable clients like the Gates Foundation, John brings a wealth of knowledge and experience to the table. In this episode, John explains the concept of a "big bet"—a high-impact, high-risk initiative that requires a strategic, experimentation-based approach to succeed. He provides insightful examples, including T-Mobile's market repositioning strategy, to illustrate how companies can effectively navigate these ambitious undertakings. John also highlights the importance of understanding the real problem, maintaining clarity, and dedicating the right resources to ensure the success of these transformative efforts. He emphasizes the need for senior leadership commitment and the creation of a focused, agile team to drive these initiatives forward. Listeners will gain valuable insights into the forces driving the need for innovation in the hyperdigital era and learn practical strategies for overcoming the challenges associated with big bets. John offers advice on how to prioritize time, maintain focus, and develop the necessary skills to become a big bet legend. Don't miss this opportunity to learn from one of the industry's leading experts on transformation and innovation. Tune in to discover how you can create game-changing value propositions and lead your organization to success. About John Rossman: John Rossman is the author of four books on leadership and business innovation including the best seller The Amazon Way and Big Bet Leadership. He is an early Amazon executive who played a key role in launching the Amazon marketplace business in 2002. Today he is a leading keynote speaker on leadership for innovation and transformation. John is an operator and builder whose love is diving into business problems and customer needs designing innovative solutions and business models and creating durable enterprise value. He has served as the senior technology advisor at the Gates Foundation and senior innovation advisor at T-Mobile. His new book, Big Bet Leadership: Your Transformation Playbook for Winning in the Hyper-Digital Era, is an actionable playbook for senior leaders to succeed at complex transformations. John is the founder of Rossman Partners, a strategy & leadership solutions firm. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome to another enlightening episode of "Behind the Numbers," hosted by Dave Bookbinder. In this episode, we delve into the crucial topics of leadership, transformation, and culture with the dynamic Paul Epstein, founder of Win Monday and author of "Better Decisions Faster" and "The Power of Playing Offense." Paul shares his extensive experience from 15 years in the NFL and NBA, where he held various roles, including Chief Revenue Officer for the San Francisco 49ers. Paul also recounts his journey from the challenging beginnings with the LA Clippers, dubbed the "worst franchise in sports history," to breaking Super Bowl revenue records and opening Levi's Stadium. His experiences shaped his belief in the "playing offense" mindset in a defensive world, emphasizing the importance of making the next day your responsibility regardless of external adversities. One of the episode's highlights is Paul's insightful discussion on the difference between a team of leaders and a leadership team. He shares a powerful story from his time with the 49ers, where a shift from a "no-because" to a "yes-if" mentality transformed the team's approach to challenges, fostering collaboration and innovation. Paul also addresses the misconception that culture is solely top-down. He introduces the concept that "all culture is local," emphasizing that each individual can influence their immediate environment. By choosing warmth and positivity, employees at all levels can create a thriving culture, which Paul believes is a true competitive advantage. In addition, Paul touches on the return on investment (ROI) of leadership, highlighting the significant impact of employee engagement on organizational performance. He shares compelling data and personal anecdotes to illustrate how effective leadership and a positive culture can drive business success. The episode also explores Paul's role as the "WHY Coach" for the 49ers, where he helped individuals discover their purpose and values. He provides a practical framework for understanding and applying one's inner compass, which includes identifying one's why, values, beliefs, decisions, and actions. For those interested in further engaging with Paul Epstein, visit paulepsteinspeaks.com for speaking engagements and books. Additionally, you can join his 52-week momentum journey at winmonday.win to start winning your Mondays and, subsequently, your weeks. Don't miss this episode packed with actionable insights and inspiration for leaders at all levels. Tune in to "Behind the Numbers" and start transforming your leadership and organizational culture today. About our guest: PAUL EPSTEIN is a former high-level executive for multiple NFL and NBA teams and the bestselling author of “The Power of Playing Offense” and “Better Decisions Faster”. In 2022, he was named one of SUCCESS magazine's top thought leaders who get results - alongside Tony Robbins, Brené Brown, Gary Vaynerchuk, and Mel Robbins, and his work has been featured on ESPN, NBC, Fox Business, and in USA Today. In nearly 15 years as a leader in the world of pro sports, Paul helped take NBA teams from the bottom of the league in revenue to the top two, broke every premium sales revenue metric in Super Bowl history while in the NFL's league office, opened a billion-dollar stadium, and founded the San Francisco 49ers Talent Academy, where he was known as the “Why Coach”. As an award-winning keynote speaker, Paul's impact continues off stage providing leadership development and culture transformation programs for companies and teams including Amazon, Disney, Johnson & Johnson, NASA, Los Angeles Lakers, and Dallas Cowboys. He's also the founder of the Win Monday community (an elite personal and professional development network) and host of the Win Monday podcast, where he interviews high-profile guests who reveal their secrets of confidence and work-life mastery.  About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

In this episode of Behind The Numbers, Dave is joined by Lamees Butt, the Senior Vice President of Global Alliances and Channels at Zoovu. Lamees joins us all the way from the UK to delve into the fascinating world of AI-driven product discovery. With over 15 years in the tech industry, Lamees brings a wealth of knowledge and experience from both the corporate and startup worlds. She introduces us to Zoovu, an AI product discovery company that she joined in 2017. Zoovu's mission is to connect customers with the products they need in the most seamless way possible, translating complex technical specifications into simple, human-friendly language. Throughout the episode, Lamees provides a deeper understanding of what a product discovery company does. She uses relatable examples, such as shopping for a laptop, to explain how Zoovu's technology simplifies the online shopping experience. Instead of being overwhelmed by endless product specifications, Zoovu helps customers find the right product through a digital conversation that mimics the experience of talking to a knowledgeable salesperson. Lamees also discusses the technical aspects of Zoovu's platform, including their use of ontologies to provide context and understand technical specifications. She highlights the company's partnerships, particularly with SAP, to help B2B customers streamline their complex product sales processes. The conversation explores the importance of customer engagement and how both B2B and B2C companies use AI to enhance the customer journey. Lamise emphasizes the role of AI in capturing and optimizing sales conversations, ultimately driving better results and customer satisfaction. The episode also features a deep dive into a case study with Draeger, a medical device manufacturer. Lamise explains how Zoovu helped Draeger digitize their complex product sales process, empowering their customers to make purchases online and unlocking new revenue channels. In addition to discussing the technical and business aspects, Lamise shares her entrepreneurial journey, from her early days in the fashion tech space to her current role at Zoovu. She provides valuable insights into the importance of innovation and efficiency in doing more with less. As the episode concludes, Lamees offers her perspective on the future of artificial intelligence and its potential to transform business processes. She encourages listeners to embrace AI as a tool to optimize and improve their operations. For those interested in learning more about Zoovu or connecting with Lamise, she invites you to reach out on LinkedIn or visit Zoovu's website for a demo. Don't miss this enlightening episode of Behind the Numbers to gain valuable insights into the power of AI in product discovery and customer engagement. About our guest: Lamees Butt is the SVP Of Global Alliances and Channels at Zoovu where she spearheads strategic technology partnerships and relationships. Sheis experienced in shepherding digital transformation efforts and forging partnerships at companies like Mercedes-Benz UK, Salesforce, and Zoovu. Her passion for innovation in the digital space focuses on the belief that when technology is leveraged strategically its ability to create value for businesses and their customers is truly transformative About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of Behind the Numbers, Dave Bookbinder hosts an engaging conversation with Chris Strohsahl, the President and CEO of Drummond Scientific Corp. The discussion offers deep insight into Drummond's vital role in the global medical device industry, their unique approach to impactful solution creation, and the immense importance of nurturing meaningful client relationships. Chris shares captivating details of his journey, moving from biophysics to leading Drummond Scientific Corp in developing and investing in life-saving medical devices. He sheds light on their mission of making a difference beyond just product production, from helping families conceive to assisting individuals manage crucial health conditions. He further explores the challenging journey a product takes before hitting the shelves, and Drummond's key role in scaling these devices to ensure broader accessibility. Stressing on the need for forming strategic partnerships, Chris emphasizes the vital responsibility of supporting customers in the design process, thereby securing the viability of their innovative solutions at scale. The team also scrutinises the impact of the COVID-19 pandemic, reinforcing the significance of flexibility and adaptability in preserving business operations and supply chain management. In the concluding section of the episode, they discuss the vital role and the value of efficacy of a management team, underscoring the essence of the team's synergies and collective competencies in an organization. Chis outlines the value of failure as an entrepreneur, emphasizing its role as a tool for understanding one's potential and fostering success. The significance of networking, building sustainable relationships, and running startups are other invaluable nuggets shared in this insightful discussion. As an Angel Investor, Chris advises focusing beyond a startup's monetary value, instead, keeping an eye on the people and mission behind it. About Chris Strohsahl: Chris Strohsahl is the President and CEO of Drummond Scientific Company. A biophysicist by training, with expertise in the innovation of diagnostic techniques and devices, he rose to Drummond's top position at the start of 2022 and has since led the Company's rebranding as an elite manufacturing partner to both leaders and disruptors in the IVD and IVF industries. A passionate believer that medical device development works best when end-stage manufacturing is engaged early, Chris and his colleagues have driven a paradigm-shift at the Company, as Drummond now actively seeks to engage its partners far earlier than would be expected of a typical high-throughput manufacturer. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

Welcome to another episode of Behind the Numbers! Join host Dave Bookbinder as he delves into the realms of leadership, entrepreneurship, and even skincare with the CEO and founder of Tiege Hanley, Kelley Thornton. In this episode, Kelley shares his journey as a serial entrepreneur, detailing his transition from corporate sales to founding a successful skincare company dedicated to helping men look and feel their best. Discover how personal experiences with skin cancer inspired Tiege Hanley's mission and learn about the company's innovative approach to marketing skincare routines to men. Kelly also opens up about the importance of company culture, leadership values, and the challenges of marketing directly to consumers. He emphasizes the role of humility in leadership and offers insightful advice for aspiring entrepreneurs. Don't miss Kelly's special offer for Behind the Numbers listeners! Go to www.tiege.com/behindthenumbers for amazing savings for viewers and listeners of this show. Tune in to gain valuable insights on entrepreneurship, leadership, and the evolving landscape of men's skincare. Whether you're a business owner or simply interested in personal care, this episode has something for everyone. About Kelley Thornton: Kelley Thornton is the Founder & CEO of Tiege Hanley.  After college, Kelley entered the Metropolitan New York area workforce as a sales representative in the point-of-purchase display and packaging industry. A few years into his career he was tasked with developing a Chicago presence for his company, Phoenix Display & Packaging, which later became part of International Paper. He relocated to Chicago, IL in 1993 and continued his trajectory to National Accounts Manager and ultimately Regional Sales Manager. After a successful 20-year career in the throes of Corporate America, he left the industry to found his second company, Purchase Point LLC. Purchase Point helped CPG companies think differently about their in-store merchandising platforms. Growing quickly with global customers such as Unilever, Mars Wrigley, Bayer, and Pfizer, Kelley brought a creative approach to captivating consumers during the last seven seconds along their Path to Purchase. Through his experience at Purchase Point, Kelley found the rapidly growing men's care industry inspiring. In 2016 he stepped away to found his next company, Tiege Hanley, a company with the mission of helping men look and feel amazing. The business has evolved from selling three distinct Skin Care Systems to boasting a wide variety of products, including deodorant, bar soap, body wash, and a detoxifying clay mask.  About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Sandy Borowsky, the owner of Starr Bus Charter and Tours, offers insights from her extensive journey in the tourism sector. Sandy highlights the innovative services provided by Starr Bus Charter and Tours, discussing the attention to detail and strategic planning ensure clients enjoy memorable, trouble-free tours. As a third-generation entrepreneur, Sandy unfolds the challenges and rewards of sustaining a family legacy and her aspirations for future generations. Delving deeply into their company's culture, Sandy emphasizes the importance of creating memorable experiences for their clients, employing committed individuals, and cultivating a sense of family among all staff. She also sheds light on how they took over another company's tour division, demonstrating how a win-win situation augmented opportunities for their staff. In the concluding segment, Sandy reflects on her company's rebranding journey and the emotional ties linked with ownership, and she provides insights into what the host terms a 'virtuous cycle' - implying that giving back and aiding others in fact enhances the person's own growth and development. Listen in to this heartening conversation imbued with business wisdom and heartfelt sentiment. About Sandy Borowsky: Sandy is the Owner of Starr Bus Charter & Tours. Her responsibilities include overseeing Starr's Tour division, the College Break Bus program as well as Marketing for the company. During her tenure at Starr she has worked in most every area of the company. Sandy also plays important roles in industry organizations such as the Pennsylvania Bus Association where she sits on the board as well as serves on the executive committee and chair of the nominating committee. She is also active with the American Bus Association, International Motorcoach Group, and the Greater Northeast Motorcoach Association. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967. Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Welcome back to another episode of Behind the Numbers. This time, Dave Bookbinder sits down with Artem Koren, co-founder of Sembly AI, to dive into the hot topic of artificial intelligence in business. Artem shares some incredible insights on how Sembly AI is revolutionizing the way we handle professional meetings. Imagine having an AI that not only takes notes but also assigns tasks, identifies risks, and even provides personalized, proactive recommendations based on the context of your conversations. Sounds like a game-changer, right? We also explore how AI is getting smarter by the day, understanding nuances and connecting dots from past conversations to help you work more efficiently. If you're curious about the future of AI and how it can make your work life easier, you won't want to miss this episode! Check it out to learn more about how AI can be your new best teammate at work. Visit sembly.ai for more info and to start your free trial today! About our guest: Artem Koren grew up and lived most of his adult life in New York City. He graduated from Columbia University with a degree in Computer Science. He later attended the NYU Stern School of Business where he earned his MBA. Artem is passionate about using AI to enrich humanity and create positive change. He combines his experience in technology, product, and management consulting to create innovative products, bringing to life new ways that technology can help us reach our goals. Sembly AI, which he co-founded with Gil Makleff in 2019, is at the forefront of paving the way for a symbiotic partnership between humans and technology by helping teams bridge the gap between meetings and results.   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of Behind The Numbers, Lou Rodriguez, CEO of Rodriguez Consulting, shares his entrepreneurial journey; highlights the impact and importance of his team; and how he's giving back with Rodriguez University. About Lou Rodriguez: As the CEO of Rodriguez Consulting, Lou leads a top-performing team in delivering innovative solutions for infrastructure projects. With a strong background in civil engineering, he ensures the highest standards of quality and efficiency. Committed to community development, Lou spearheads workforce initiatives through Rodriguez University, providing training and opportunities for non-degree jobs. He also serve on the boards of Hopeworks and Widener University, actively contributing to their missions. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967. Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

On this episode of Behind the Numbers, we dive into the realms of leadership, entrepreneurship, and much more. I'm thrilled to introduce our guest, Jay Izso, the founder of Coaching Mavericks. Jay is not only a mindset performance coach but also the author of four books and the host of the New Direction podcast. He works with executives, athletes, entrepreneurs, and sales teams to help them find their purpose, improve communication, and enhance their outlook on life. In this episode, Jay shares invaluable insights on the importance of mindset in leadership. We discuss the difference between a growth mindset and a fixed mindset, and how adopting the right mindset can lead to significant personal and professional growth. Jay also offers actionable tips on overcoming negative beliefs and changing your mindset. From practicing gratitude to understanding the power of choice, Jay provides practical advice that you can start implementing right away. We also delve into Jay's latest book, "Lessons from the Farm: Essential Rules for Success," where he shares the life lessons he learned growing up on a farm and how they apply to the business world. Jay emphasizes the importance of doing things afraid, leading with kindness, and the greatest lesson of all—being authentically you. If you're looking for inspiration and practical advice on leadership and personal growth, this episode is a must-watch. You can find Jay Izso on LinkedIn, Facebook, Instagram, TikTok, and more. Don't forget to check out his show, A New Direction, available on various podcast platforms and DBTV. About Jay Izso: Jay Izso is a dedicated coach, engaging speaker, insightful author, and inspiring podcaster with a mission to help people break through barriers and unlock their true potential. With a unique approach to personal and professional growth, Jay Izso has transformed the lives of countless individuals and organizations around the world. Grab Jay's books here: https://jayizso.com/publications/ Listen to A New Direction here: https://jayizso.com/a-new-direction-podcast/ About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

On this episode of  "Behind the Numbers," Dave Bookbinder interviews Keith Baldwin, CEO of Spikes Natioanlly Famous, author, and podcast host. Baldwin provides a riveting recount of his journey from being an employee in the sports industry to owning a successful enterprise, underlining his belief in the power of resilience, hard work, and employee care. Keith shares his company's transformative experience during the global pandemic—how an industry reliant on group gatherings adapted on the fly to stay afloat and keep everyone employed. Baldwin's business acumen and dedication to his team resulted in Spikes transforming into a call center for New York State in record time, demonstrating the vital role of responsiveness and adaptation in business. In addition to his business journey, Keith reveals a personal challenge to break the norm and experience something new every day. From flying a plane to spending a night on Philadelphia's streets, Keith's inspiring adventures became not just a year of unique experiences, but also a journey of self-discovery and profound life insights. Also mentioned is Keith's podcast, "Trophy Moments," where listeners join Keith on a journey of significant milestones and 'firsts' in people's lives, offering a blend of humor and wisdom. The podcast pushes listeners to break their daily monotony, stretch their limits, and pursue their aspirations. About Keith Baldwin: Keith L. Baldwin has spent over forty plus years in the Awards and Recognition business for one company on a journey from a teenage employee to an owner.  He has worked in all aspects of the business from assembly and engraving to his current position as Chief Relationship Officer and Majority Partner of Spike's Trophies, Ltd.  Spike's is an award winning Retailer and Manufacturer of the year recipient in the industry nationally and in the local community since 1929.    Spike's is also a distributor of Promotional Products and a manufacturer of interior Signage with three retail locations in Philadelphia and surrounding areas.     About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In today's episode of Behind the Numbers, we are joined by two extraordinary guests, Ande Grubb, Chief Operating Officer at Haefele Flanagan, and Hank O'Donnell, an EOS expert and founder of Positive Traction. They delve into the dynamics of the Entrepreneurial Operating System (EOS)—an innovative framework that empowers over 250,000 companies globally. Listen in as they discuss the transformative potential of EOS in helping entrepreneurs accomplish their long-term objectives, stimulate profits, and elevate team performance. O'Donnell uncovers the pivotal concepts of EOS such as 'rocks', elucidating how these intended accountability tools can be utilized to improve team focus. Grubb enlightens the audience on the significance of roles like 'visionary', 'integrator', and 'implementer' within the EOS model. He reveals how these contrasting roles harmoniously work together to perpetuate company growth. Experience first-hand Grubb's transformative experience with EOS implementation at Haefele Flanagan. Our speakers reveal how EOS establishes clear accountability, and promotes an inclusive work atmosphere ensuring every employee's voice resonates. With EOS, businesses can bolster employee retention, cultivate a culture of transparency, and solidify a triumphant growth strategy. Discover the challenges encountered, strategic solutions implemented, and the resulting accomplishments. Deep-dive into the concept of level 10 meetings and learn how the people analyzer tool assists with placing the right talent in the right places. Whether you're an entrepreneur seeking a novel tool for business expansion, or simply keen on widening your EOS knowledge, this podcast brims with invaluable insights. Learn about the indispensable role EOS plays in restoring work-life balance for entrepreneurs and take a guided tour along the path of organizational growth and success with EOS! About Ande Grubb: As Chief Operating Officer (Integrator), Ande is responsible for providing company leadership, direction and internal process oversight at Haefele Flanagan. She has 20+ years of experience in industries such as distribution and professional services and has held the roles of Chief Operating Officer, Business Owner and Executive Coach.  She also has a thorough background in EOS® having practiced its principles for almost a decade. About Hank O'Donnell: As a 3rd generation entrepreneur, Hank O'Donnell understands both the fierce challenges and the deep satisfaction of leading and growing a successful business. Hank's early lessons in business came from behind the counter and on the delivery truck of his family's business. For over 20 years, Hank successfully grew his family's firm and, when faced with category killer competition, successfully repositioned and sold the firm. Along the way Hank discovered a passion for helping other business owners find success. So, it was natural for Hank to become a Vistage CEO Group Chair. Earning the “Robert Nourse Vistage Chair of the Year” Hank demonstrated his commitment to his client's success. He plays “All In!” In 2012 Hank “discovered” EOS and saw the immense impact it was having on his clients both their personal lives and businesses. Hank has helped over 125 clients in over 900 sessions days get what they truly want from their businesses. Hank earned “Expert EOS Implementer” status, the highest level of mastery and is on the EOS training team. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com.   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

On this episode of Behind the Numbers, Dave Bookbinder welcomes guest Cara Shortsleeve, CEO of the Leadership Consortium, for a thoughtful discussion on efficient leadership and facilitating younger talents' transition into leadership roles. Cara shares her extensive knowledge on inviting the best out of leaders by partnering with top global companies. The conversation explores the concept of 'servant leadership,' underscoring the importance for leaders to roll up their sleeves to ensure optimal conditions for their teams to thrive. They further investigate the challenges faced by the rising generation as they evolve from peers to bosses, offering interventional solutions to navigate this intricate process. The session then transitions into recognizing potential leaders, shining light on the integral roles of learning, curiosity, resilience, and adaptability in a world where change is the only constant. A focal point of their conversation delves into empathy, a quality Cara firmly believes can be nurtured and honed with the right mindset and training. Towards the end, they address the harsh realities of leaders conflicting with their seniors and how to navigate such scenarios gracefully. Enriched with profound insights, this episode of Behind the Numbers is a must-listen for anyone seeking to broaden their understanding of business leadership. Tune in for more episodes on team-building, bouncing back from disruption and efficient leadership in the corporate world.   About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”  

In an insightful episode of "Behind the Numbers", Merrick Rosenberg - CEO of Take Flight Learning, introduces us to a remarkable approach to understanding and leveraging the power of personality for individual and company success. Merrick explores the influence of personality on leadership styles, business decision-making, and workplace interactions through his innovative four-birds DISC assessment method. With clear insights, Rosenberg introduces us to the distinct personality types - Eagles, Parrots, Doves, and Owls, each contributing a unique energy to the team dynamics. He flawlessly underscores the indispensable importance of flexing communication and leadership styles, which he describes as being a 'chameleon', to cater to different team members' unique needs for a more productive work environment. Within this animated conversation, Rosenberg highlights how critical aspects such as designing role descriptions, identifying the right-fit persona for companies, and the role of personality styles in cultivating successful relationships both at the workplace and personally. Furthermore, he debunks common stereotypical beliefs about the representation of the four personality styles across genders. He introduces listeners to his award-winning movie "Bird Brains, Inc." which effectively visualizes personality styles and their interactions.  His dialogue further extents to sharing essential tips on effective communication, creating functional teams, and daily activities that can be enhanced by understanding these styles. Wrapping up the episode, Merrick discusses the tangible positive outcomes his clients have benefitted from, indicating that the key to organizational success indeed lies in understanding the intricate web of interpersonal dynamics and primal personality traits. About Merrick Rosenberg: Merrick Rosenberg founded Team Builders Plus in 1991 and reinvented how people learn about themselves through personality styles when he started his second company, Take Flight Learning, in 2012.  He is the author of eight award-winning books about tapping into the power of personality, including The Chameleon and Which Bird Are You?.  Merrick has worked with more than half of the Fortune 100 companies. Under Merrick's leadership as CEO of Take Flight Learning, his company has been selected as the New Jersey Business of the Year by NJ Biz Magazine and has repeatedly been named one of the Fastest Growing Companies and Best Places to Work by the Philadelphia Business Journal. He is also an award-winning filmmaker, as his personality styles movie BirdBrains, Inc., won ten film festival awards, including Best Short by the Indie Film Fest. Merrick won an award for Best Political Book of 2023 for Personality Wins: Who Will Take the White House and How We Know: Maincrest Media 2023 Award Winners. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm,HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Ian Wristbridge, the dynamic CEO and founder of Magnar. A leader in providing cutting-edge security and operational technologies for critical infrastructure facilities, Magnar is making significant strides in the industry. Guided by his family's legacy and entrepreneurial spirit, Ian offers valuable insights into the complex task of safeguarding high-risk establishments. Listen as Ian details his journey of growing up in a tech-oriented environment, pairing with strategic partners, and successfully incorporating regulatory compliance and security best practices into Magnar's technology. Understand the motivations driving Ian and his team - a purpose-led commitment to enhance the security and safety of the U.S. by aiding crucial facilities. With increasing digital vulnerabilities and the aftermath of events like 9-11 shaping the industry, Ian also discusses the emerging cybersecurity threats and policies formulated to combat them. Discover Magnar's unique approach to security, viewing it not just as a cost but as a long-term investment. See how they help facilities strike a balance between profitability and risk management by improving security, safety, and operational efficiency. Witness Ian's captivating journey as a fourth-generation entrepreneur, imbibing lessons from his predecessors and maneuvering the entrepreneurial landscape in the tech sector. The episode deepens as Wristbridge opens up about the imperative values for any entrepreneur - a devoted team, a supportive system, and a unifying purpose. Learn from his insightful take on leadership, the importance of humility and the need to acknowledge and learn from failures. With a focus on purpose-driven leadership and open communication, Risbridge highlights how aligning individual paths with larger team goals can lead to exceptional organisational growth. Tune in to gain a sneak peek into the exciting future of Magnar and indulge in a riveting narrative about charting entrepreneurial success, orchestrating a supportive work environment, and leading with humility. A must-listen episode for budding entrepreneurs, industry leaders, and everyone interested in the world of risk management and corporate security. About our guest: Ian is a certified FSO and has spent over 20 years in the technology sector, with a proven track record of identifying innovative solutions to complex business problems. He is a 4th generation entrepreneur, who is passionate about creating technologies that transform how critical infrastructure facilities protect the health, safety and security of their personnel and visitors. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

"Button things up early" is the message from Seth Broder, President at Broder Law Group. In this episode of Behind The Numbers, Seth explains why having a buy-sell agreement in placeis prudent protection; what to consider if entertaining an earn-out provision in the sale of a business; the importance of protecting intellectual property, and more. Seth is the founding member of Broder Law Group, P.C. Throughout his legal career, Seth has been successful in negotiating both transactions and legal settlements for clients, while maintaining professionalism through aggressive representation, yet always seeking pragmatic solutions. From the formation of a business entity, to the handling of all transactions relevant to the business, culminating with transition planning, Seth has been an integral part of his clients' success. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He's a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”